See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,786 | $157,256+42.9% | $141,162+59.2% | $152,861+47.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 25.79% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $4,308 | $5,261-18.1% | $4,735-9.0% | $4,762-9.5% |
| Participant deferral / active EE | $10,529 | $7,109+48.1% | $6,709+56.9% | $5,850+80.0% |
| Admin fee / account holder | $138 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |